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Portfolio (Quarterly) Guide ↗

Canal Capital Management, LLC

· CIK 0001666733
13F Portfolio $819M AUM 220 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 220 New
Page 11 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NOC NORTHROP GRUMMAN CORP Industrials 474.0 $241K 0.03% NEW $509.35 +14.4%
202 VRT VERTIV HOLDINGS CO Industrials 712.0 $238K 0.03% NEW $334.70 -22.0%
203 DFIV DIMENSIONAL ETF TRUST 4,393.0 $237K 0.03% NEW $54.02 +7.0%
204 DFAT DIMENSIONAL ETF TRUST 3,330.0 $233K 0.03% NEW $69.90 +2.6%
205 VCR VANGUARD WORLD FD 580.0 $230K 0.03% NEW $396.61 +0.7%
206 MSTR STRATEGY INC Technology 2,634.0 $229K 0.03% NEW $86.93 +19.9%
207 AXP AMERICAN EXPRESS CO Financial Services 670.0 $227K 0.03% NEW $338.34 +0.5%
208 ED CONSOLIDATED EDISON INC Utilities 2,016.0 $223K 0.03% NEW $110.61 -2.4%
209 NULG NUSHARES ETF TR 1,899.0 $222K 0.03% NEW $117.09 -1.9%
210 JD JD.COM INC Consumer Cyclical 8,722.0 $222K 0.03% NEW $25.48 +15.2%
211 RKLB ROCKET LAB CORP Industrials 2,125.0 $216K 0.03% NEW $101.65 -25.4%
212 SU SUNCOR ENERGY INC NEW Energy 4,000.0 $215K 0.03% NEW $53.68 +25.7%
213 DELL DELL TECHNOLOGIES INC Technology 480.0 $207K 0.03% NEW $431.35 +1.4%
214 PETROLEO BRASILEIRO S A 13,667.0 $200K 0.02% NEW $14.64
215 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 11,385.0 $138K 0.02% NEW $12.12 -2.6%
216 PML PIMCO MUN INCOME FD II Financial Services 15,873.0 $121K 0.01% NEW $7.61 -3.2%
217 MFM ABERDEEN MUN INCOME FD Financial Services 15,886.0 $89K 0.01% NEW $5.62 -3.0%
218 YMAX TIDAL TRUST II 11,001.0 $89K 0.01% NEW $8.08 -6.4%
219 URG UR-ENERGY INC Energy 18,500.0 $25K 0.00% NEW $1.36 +2.9%
220 NEXTNRG INC 10,000.0 $4K NEW $0.35
Page 11 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Industrials 21.1%
Financial Services 15.5%
Consumer Defensive 8.0%
Healthcare 7.3%
Communication Services 6.4%
Consumer Cyclical 4.1%
Energy 2.8%
Basic Materials 2.4%
Real Estate 2.3%